In today’s Fat Tail Commodities, James Cooper covers China’s shock announcement restricting graphite exports from 1 December. Given China supplies almost 100% of the refined graphite anode market, this could be a major blow for the multi-billion EV industry. But it won’t end there…this has the potential to spill across many other critical metals. Read on to find out why you should be preparing…
Stay Informed About the Latest Developments in the Graphite Industry
It doesn’t sound all that interesting. It’s not considered a precious metal, and its name doesn’t bounce around the market like zinc, lead or lithium does.
But it’s actually somewhat of a hidden gem in the metals sector.
Graphite is a naturally occurring form of carbon. It has an extremely high resistance to heat, which comes in handy for many industrial applications.
Graphite Troubles…Is Now the Time to Buy?
In today’s issue of Fat Tail Commodities, James Cooper looks at the beleaguered graphite market and suggests timing could be ripe to jump into this long-term investment opportunity. He looks at the African-based graphite producer Syrah Resources’ highlighting the problems at the company and potential opportunities for investors. Read on to find out more…
Lithium Stocks, Graphite Stocks, Copper Stocks. Whose Upside is Highest?
Today we investigate lithium, graphite, and copper. What is their demand outlook? Their supply outlook? What is the long-term consumption trend? And how is the market assessing lithium, graphite, and copper stocks? Read on to find out…
This Is How the Next Mining Boom Begins
In today’s Money Morning, an official ruling in Canada highlights the growing tussle over mining investment. The lithium market continues to highlight how demand and supply issues will dominate a new commodities cycle. We’re headed for a new ‘Age of Scarcity’. Learn how you can prepare for and even profit from it…
Redrawing the Lines
In today’s Money Morning, a family favourite board game has taught us about the economic implications of resource scarcity. We’re seeing this right now in the commodity space as much of the world pushes towards an energy transition. Demand is skyrocketing, and Australia is well-placed to be a top supplier. That means there’s a huge investment opportunity in this space for Aussie investors…
Commodity Stocks’ New Hierarchy
In today’s Money Morning, the Department of Industry expects metals like copper, nickel, and lithium to earn $33 billion in 2022–23, double what they earned in 2020–21. This paves the way for a reordering of the commodity hierarchy. How can investors benefit? Read on to find out…